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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,532 | $81,870+65.5% | $119,622+13.3% | $68,486+97.9% |
| Participation rate | 56.4% | 71.9%-15.5pp | 79.3%-22.9pp | 67.9%-11.5pp |
| Annual return | -14.84% | -23.82%+9.0pp | -14.98%+0.1pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,146 | $2,692-57.4% | $4,232-72.9% | $2,597-55.9% |
| Participant deferral / active EE | $4,716 | $4,148+13.7% | $5,601-15.8% | $4,028+17.1% |
| Admin fee / account holder | $1,221 | $6,583-81.5% | $10,328-88.2% | $5,404-77.4% |